Sr. Analyst
Job Title: Sr. Analyst - FP&A
Job Summary:
We are seeking Sr. Analyst - FP&A to join our Shared Services FP&A/Management Reporting team, responsible to maintain and ensure accurate and timely financial reporting. This position will support Shared Services finance operations by managing expense research and reclasses, accruals, prepaids, amortization, balance sheet reconciliations, budgeting, forecasting, and allocation support. The role partners closely with Accounting, Accounts Payable, Shared Services FP&A, and business stakeholders to ensure accurate financial reporting, budget alignment, and timely month-end close activities.
This role involves handling confidential financial information and requires strong coordination across Finance, Operations, Compliance, Legal, HR, and Strategy teams.
Key Responsibilities:
Expense Research & Reclasses
- Act as a point of contact for expense-related queries from business operations teams.
- Research expense issues, identify root causes, and provide findings back to stakeholders.
- Coordinate with source teams (AP, Telecom, Accounting) to correct expense coding.
- Identify appropriate cost centers and prepare journal entries for expense reclasses.
- Manage and track expense requests through to closure using a structured queue/inbox approach.
Accruals, Prepaids & Balance Sheet Reconciliations
- Monitor monthly accruals in partnership with Accounting and AP teams.
- Track and manage prepaids and amortization schedules.
- Support balance sheet reconciliations in line with GAAP requirements.
- Review accuracy of accruals post-close and highlight variances.
- Assist with transition of accrual monitoring responsibilities from accounting.
Labor Reclasses & Budget Alignment
- Prepare monthly labor and cost reclass journal entries to align actuals with approved budgets.
- Support business areas where costs need to be shifted or corrected post-close.
- Ensure reclasses are well-documented and auditable.
Budgeting Support
- Partner with Shared Services FP&A to learn and operate the budgeting tool.
- Support budget preparation, uploads, and reconciliations across supported functions.
- Coordinate with Finance Managers to ensure timely and accurate budget submissions.
Forecasting & Reporting
- Prepare monthly forecasts for assigned divisions.
- Review forecasts with Shared Services FP&A analysts prior to submission.
- Support submission of forecasts to Central Shared Services teams as per workday timelines
- Assist with variance analysis and forecast commentary.
Allocations & Systems Support
- Act as backup support for shared services allocation processes.
- Assist with preparation and review of allocation true-ups.
- Support budgeting governance, financial models, reconciliations, and system updates.
- Contribute to Power BI (PBI) refreshes and preparation of insights and narratives.
Continuous Improvement & Transition Support
- Support transition of additional Shared Services divisions as scope expands.
- Assist with capital labor reconciliations as required.
- Identify opportunities for process standardization and efficiency improvements.
- Work closely with the global stakeholders to process and ensure accurate recording (Accruals, Amortization, Allocation, Reclass, etc), reporting, consolidation and analyzing reports pertaining to General ledger accounting
- Active participation in performing the monthly, quarterly, and annual closing process.
- Extract, modify and analyze monthly reports as required and resolve queries.
- Perform General ledger related audit deliverables during audit.
- Periodic updation of SOP's to make sure any process changes, exceptions and new learnings are updated timely.
Key Stakeholders
- Shared Services FP&A
- Accounting & Accounts Payable
- Business Operations (Finance, Compliance, Marketing, Legal, HR, Strategy, IT)
- Central Shared Services Finance Teams
Skills & Qualifications:
Education: Preferably CMA / MBA / M.com / Semi qualified with 3 to 6 years (or) CA / CPA with 1 to 2 years of experience in General ledger accounting
Technical Skills:
- Strong understanding of accounting fundamentals (accruals, prepaids, amortization).
- Experience with journal entries, reconciliations, and month-end close activities.
- Exposure to budgeting and forecasting processes.
- Strong Excel skills (Pivot Tables, VLOOKUP, Macros, VBA preferred); experience with financial systems/tools preferred.
- High attention to detail and ability to manage confidential information.
- Strong stakeholder management and communication skills.
- Experience with Power BI for data uploading and reporting.
Preferred Experience
- Experience in Shared Services or centralized finance environments.
- Prior exposure to healthcare, corporate finance, or large matrix organizations.
- Experience supporting multiple business functions simultaneously.
Behavioral Competencies
- Ownership and accountability
- Analytical and problem-solving mindset
- Ability to manage multiple priorities
- Process-oriented and detail-focused
- Collaborative and service-oriented approach
